Add, Edit, or Copy a Role

For Organization Roles:

Home > selected Organization > menu or right-click > Settings > General > Role Permissions > New Role | Edit | Copy
Project > Settings drop-down > Organization Settings > General > Users > New Role | Edit | Copy

Requires Organization - Role Permissions - Add/Edit Permissions

For System Roles:

Home > Settings drop-down > System Settings > Provisioning > System Role Permissions > New Role | Edit | Copy
Project > Settings drop-down System Settings > Provisioning > System Role Permissions > New Role | Edit | Copy

Requires System Role Permissions - Add/Edit Permissions

If you have the appropriate permissions, you can add a custom role, edit the information for an existing role (other than the default role), or copy a role to use as a starting point for a new role.

Keep in mind the following:

• You cannot edit or delete the default Organization Administrator role.

• You cannot edit or delete the System Administrator role.

• You can copy any role.

Note: At the Organization level, adding a custom role enables you to start with the default Project Administrator permissions and then specify your own permissions set. At the System level, adding a custom role enables you to start with the default System Manager permissions and then specify your own permission set.

Add, Edit, or Copy Role Options

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – Assign a descriptive name to the role. This name appears in the list of the appropriate Role Permissions. The name must be unique and is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Key File names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

• OK – As long as you have addressed the required field, this option saves the new or modified role information.
• Cancel – Cancels the addition, copy, or modification of a role.